How to set up serial mail function on a specific schedule

Question

Hello,

I have my survey designed so that the same participants complete a survey three times (once, two weeks later and six months later). Right now, I have three questionnaires in the project (baseline, the second time point, and one for the third time point). My info is pseudoanonymized whereby I collect emails using your internal email collection function at baseline (and I'm blind to whose email connects to whose data).

I need to set up a mail function that automatically sends participants the link to their next survey (e.g., sends them second-time point survey link after two weeks, and then a third-time point survey in six months from baseline).

I'm not sure where/how to schedule the mail to go out automatically. I need to create two mailings, each with a schedule that sends it to each participant two weeks and six months after THEIR baseline (not all participants start on the same day/time... so it needs to be personalized).

Answer 1

I need to set up a mail function that automatically sends participants the link to their next survey

Please use the mailSchedule() function to to that, see Multi-Wave Surveys with Self-Recruited Respondents.

after THEIR baseline

Then it's important to put the mailSchedule() lines into the baseline questionnaire.